SF

Seek First Portfolio holdings

AUM $145M
1-Year Est. Return 18.15%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.15%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$113M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
53
New
Increased
Reduced
Closed

Top Buys

1
+$26.1M
2
+$16.7M
3
+$12.9M
4
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$4.98M
5
SCHF icon
Schwab International Equity ETF
SCHF
+$4.47M

Top Sells

No sells this quarter

Sector Composition

1 Technology 26.42%
2 Consumer Discretionary 4.49%
3 Financials 1.36%
4 Healthcare 0.63%
5 Consumer Staples 0.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$211K 0.19%
+10,824
52
$207K 0.18%
+2,357
53
$203K 0.18%
+4,570
1 2
3